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Home My WebLink AboutAppointment - R. J. Leo - Audit Investment and Finance CommitteeCITY OF PALM DESERT CITY CLERK DEPARTMENT STAFF REPORT REQUEST: APPOINTMENT OF ROBERT J. LEO TO THE CITY OF PALM DESERT AUDIT, INVESTMENT & FINANCE COMMITTEE TO FILL THE REMAINDER OF JOSEPH PRADETTO'S TERM (DECEMBER 31, 2017). SUBMITTED BY: City Clerk on behalf of Mayor Susan Marie Weber DATE: April 9, 2015 CONTENTS: • Staff Report • Copy of Robert J. Leo's Resignation Letter - Citizens' Sustainability Committee • Application by Robert J. Leo Recommendation By Minute Motion, appoint Robert J. Leo to the City of Palm Desert Audit, Investment & Finance Committee to fill the remainder of Joseph Pradetto's term (December 31, 2017). Background At Council's February 12, 2015, Meeting, it appointed Joseph P. Pradetto to the Planning Commission to fill the vacancy left by Roger Dash's resignation. Mr. Pradetto had been a member of the City's Audit, Investment & Finance (AIF) Committee from February 2014 up to that point. His reassignment to the Planning Commission left a vacancy on the AIF Committee with a term expiration of December 31, 2017. Mr. Robert J. Leo has been a member of the Citizens' Sustainability Committee since the inaugural group was appointed in 2011. He has decided that he'd like to serve the City in another manner and tendered his resignation from that body on March 30, 2015 (to be accepted on today's meeting agenda under Section X - Consent Calendar). Mayor Weber spoke with him recently and indicated that there was a current opening on the Audit, Investment & Finance Committee that he may be interested in. He is interested and submitted an Application for this purpose. Your approval of the appointment is requested. Fiscal Analvsis There is no fiscal impact from this action. Respectfully submitted: rd k Attachment (as noted) RECEIVED CITY CLERK'S OFFICE PALM DESERT. CA 2015 MAR 31 AM 11: 46 Robert & Margaret Leo 74388 Zircon Circle East Palm Desert, CA 92260 760.341.3422 March 30, 2015 Susan Marie Weber Mayor City of Palm Desert Palm Desert, CA 92260-2578 Dear Mayor Weber, I have served on the Citizens Sustainability Committee since its creation and have found it a stimulating and rewarding experience. The committee has accomplished a number of the objectives laid out by the Councilmembers with the ultimate vision that the City of Palm Desert will not only be sustainable but also be a leader in the field. With the support of the Council the committee is helping to create that vision. It is time for me to move on. I have other interests that need nurturing and other opportunities to serve the people of Palm Desert. Therefore, I formally resign from the Sustainability Committee effective immediately. Once again, thank you for your confidence and support during my tenure. Robert J. Leo, Ph.D. RECEIVED APPLICATION FOR COMMITTEE/COMMISW Jql E ic Document A CITY OF (PALM DESERT 2015 APR - I AN I 0 49 73510 Fred Waring Drive, Palm Desert, California 92260 Telephone: (760) 346-0611 The Application Package for Committee/Commission Service includes this two -page personal information form, along with Applicant Questionnaire, to be completed after attending two (2) meetings of the Committee or Commission of your choice. 1. Indicate your preference for service on the following Committees or Commissions. Please choose no more than three (#1 = First, #2 = Second, #3 = Third). Architectural Review Commission Marketing Committee Art In Public Places Commission Parks & Recreation Commission Audit, Investment & Finance Committee Planning Commission Building Board of Appeals & Condemnation Project Area Committee Cultural Resources Preservation Committee Public Safety Commission El Paseo Business Association Board Rent Review Commission Housing Commission Sustainability Committee Library Promotion Committee Other: 2. Name: Last First Middle Initial 3. Residence:* i�3�'� Z12CLM 14e,4—/e,65r 2)9 9� 60 760- 941/.3 �Z Street City Zip Code Telephone *With some exceptions, residency within the City limits of the City of Palm Desert is required for Committee(Commission Service (P.D.M.C. § 2.34.010[c]). 4. Business Address: Street City Zip Code Telephone 5. Preferred E-mail: ro be rf I eb ezo �- �o M 6. Education: �� - %?- 12.12 7. Current Occupation: All KllG1 8. Employment Experience (beginning with present or most current position): Name of Business/Address Your Tide Employment Dates Name of Business/Address Your Title Employment Dates Name of Business/Address Your Title Employment Dates 9. Members of the Planning Commission and Rent Review Commission must be Palm Desert registered voters. *1 have been a City of Palm Desert resident since: *1 have been a registered voter in the City of Palm Desert since: CITY OF PALM DESERT - Application for CommittWCommission Service Page 2 10. Local residents who are qualified to comment on my capabilities (preferably someone not directly connected with the City of Palm Desert): 7(lG Name Address Address Telephone Telephone 11. YOUR PERSONAL STATEMENT OF QUALIFICATIONS (add attachments, if necessary): 12. � ��,,--ol i -41-s n9I leeS Glut CL �j cz d� eo C-C 14 P a./I, e Have you ever served on any City Committee or Commission previously? If yes, describe: 2ews saa.� �/�/Y1 C�41il7ret/ L'o,-rip-e�S�idJ�/ L��/�lil`f�P Date: Applicant Signature: Printed Name: �� 6 You may attach additional sheets or information as you feel necessary. Applicat/on will remain on file as active for a period of two (2) full years or until the City Clerk's Office is notyfied otherwise. MOTE: Disclosure of economic interests is required of those appointed to serve on the City's Committees and Commissions pursuant to the City of Palm Desert Conflict of Interest Code. THIS AREA FOR OFFICIAL USE ONLY: v0 '183S30 NIVd 3313-t0 S, *A 83i0 A 110 H:%WPdatalWPD0CS1CMTES%Cm1e Formskmte app12011-august.wpd a 3 ^ 13 `01 H 1 September 2011 Rev 3/2015 RESUME ROBERT J. LEO, PH.D. 74388 Zircon Circle East Palm Desert, CA 92260 Home:760.341.3422 Cell:760.641.3646 E-mail: robertleoLc aol.com EDUCATION University of Washington, Seattle, WA: Ph.D. Speech, 1968 Temple University, Philadelphia, PA: B.A. Speech, 1960, M.A. Speech, 1962 Certified Trainer, Center for Breakthrough Thinking: Los Angeles, CA 1991 EMPLOYMENT Instruction/Training 2003-Present- Part-time faculty --Communication Studies* —California State University San Bernardino. Courses: Business and Professional Communication; Organizational Communication; Topics in Human Communication Decision -making; Integrated Marketing Communication; Persuasion; Issues Management and Crisis Communication, Theory & Principles of Public Relations; Public Relations Communications; Public Relations Campaigns; Interviewing; Gender, Race, and Media; Cases in Government and Public Relations. *All courses taught through Distance Learning on San Bernardino and Palm Desert Campuses 2014-Present- Adjunct professor, Brandman University, MBA program. 2002-03- Appointed Coordinator of Management Program at California State University at San Bernardino, Palm Desert Campus, Palm Desert, CA. Part time position included teaching, mentoring, advising students, supervising interns program and liaison with main campus. 1994-2003: Part-time faculty-- Management-- California State University San Bernardino Palm Desert Campus. Courses - Undergraduate: Expository Writing; Organizational Behavior; Business and Society; Strategic Management. Graduate: Organizational Theory and Behavior 1995- 2001: Part-time Faculty-- Chapman University, Palm Desert Campus. Graduate Courses: Democracy, Education and Social Change; Comparative Education; Learning Theory 1982-1995: Seminars, Workshops and Consultancies on Continuous Improvement, Quality Programming, Strategic Management, Breakthrough Thinking, Decision Making, Resource Development, Business Social Responsibility, The Learning Organization, Organizational Development & Communications, Board Development, Leadership Communications, Interpersonal Communications, Writing, Writing for News 1978-1981: Project Director and Lead Instructor (League for Innovation in the Community College): Training Community College Vocational Technical Faculty in Teaching, Planning and Curriculum Development Positions Prior to 1976 1971-1976 Director, Special Services and Governmental Relations, Dallas County Community College District, Dallas, Texas; Adjunct Professor, East Texas State University. 1968-1971 Special Assistant to the Chancellor, Dallas County Community College District, Dallas, Texas 1967-1968 United States Office of Education Fellow, Washington, D.C. 1964-1967 Teaching Fellow, University Of Washington, Speech Department 1962-1964 Monmouth College (N.J.), Instructor, Speech 1960-1975: Taught Graduate and Undergraduate Courses in Speech Communications, Government Relations, Resource Development, Contract Management at Monmouth College (NJ), East Texas State University, Temple University and University of Washington. Management/Leadership 1998-2001, General Manager, Palm .Springs Aerial Tramway Palm Springs, California Accomplishments: • Prepared and issued more than $10 million in revenue bonds for reconstruction of the 37 year old facility and infrastructure • Created an environmental and technological education program geared to educational standards in selected grades • Developed a sales and marketing program • Established and conducted comprehensive training programs • Instituted an extensive retail program that produced $1 million in sales • Implemented Self -Directed Work Teams • Prepared a five year strategic building program • Expanded programming for target populations Responsibilities included: • Chief Executive Officer for a 50 employee not -for -profit public agency • Oversee the renovation and reconstruction of the infrastructure and facilities • Foster and maintain relations with governmental agencies • Work with seven member politically appointed Board of Directors • Prepare and monitor annual operating budget of $6 million • Ensure the development and implementation of continuous training for all employees • Negotiate contracts with union, concessionaires, and vendors 1993- 1997, Executive Director, Palm Desert Chamber of Commerce Palm Desert, California Accomplishments: • Established marketing program that resulted in doubling of membership in four years making the chamber the second largest in Riverside County • Designed and implemented a membership benefits program • Expanded the Visitor Information Center that served 30,000 people each year • Created training programs for members • Maintained excellent relationship with governmental agencies Responsibilities included: • Chief executive officer of 1,200 business membership organization and Visitors Information Center • Develop legislative initiatives • Formulate and monitor governmental agencies • Work with 17 member Board of Directors 1982-1993, Executive Director, Los Angeles Junior Chamber of Commerce Accomplishments: • Negotiated multi -million title sponsorship with Nissan Motor Corporation for Los Angeles Open Golf Tournament • Increased sponsorship funding • Developed and implemented marketing programs that resulted in increase in membership and attendance • Established extensive training programs for staff and members Responsibilities included: • Chief Executive Officer for civic association of 1100 young professionals • Formulate and monitor $6 million dollar budget • Develop proposals for external funding • Work with 23 member Board of Directors • Plan and conduct more than 60 projects each year • Initiate and maintain international contacts and programs in Asia and Mexico 1976-1982 Associate Executive Director and Executive Director of League for Innovation in the Community College Accomplishments: • Created, monitored and administered a $3 million annual government and private grants program • Wrote and published monthly newsletters Responsibilities: • Direct major non-profit national educational consortium of 54 community colleges in 12 states • Work with 17 member board of Presidents • Supervise office personnel • Develop and maintain contacts with governmental and private funding sources • Create and implement training programs for community college personnel COMMUNICATIONS Writing Authored 14 articles, numerous columns for education and business publications. Business: Wrote a daily monthly column for Living and Business publication distributed through The Desert Post; articles for The Los Angeles Business Journal and Inland Empire Business Journal Education: Articles appeared in Grantsmanship Quarterly, Successful Grant Proposals, Resource Papers National Council for Resource Development, The Journal of the College and University Personnel Association. Grants/Proposals: Wrote more than 150 proposals successfully funded by government corporate and foundation sources. Assisted Riverside County Office of Education in preparation of School to Career multi -million dollar proposal (1998, 1999). Public Speaking Spoken to more than 100 audiences on government relations, strategic planning, continuous improvement, career education, and organizational behavior. Testified before legislative committees. Numerous media interviews and appearances. Presentations(Recent) Distance Learning and The Future of Teaching, Learning, and Conferencing, World Communication Association, August 6, 2004 in conjunction with Unitec, Auckland, NZ COMMUNITY SERVICE (Have served on more than 25 non-profit/ governmental Boards during career) Chair, City of Palm Desert Citizens Sustainability Committee; Council Compensation Committee 1993- 2013 Served as member and President of the HOA Boards at Corsican Villas and Shadow Mountain Fairway Cottages. 2015: Board member, HOA, Portola Country Club, Palm Desert ASSOCIATION MEMBERSHIP (CURRENT) Society for Human Resource Management National Council for Resource Development (Lifetime Member) Association for Talent Development